Member Service Advisor I - Southwest
for section headings. Use - for any list of duties/requirements/benefits. Use
for prose.
We must not create sections with filler like "commensurate with experience". Not present.
We need to preserve all substantive info. Let's extract.
Paragraph about Bellco: "We’re a local not-for-profit organization that has been giving back to our members, the communities we serve, and of course, our employees since 1936. Offering one of the best employee benefits packages around, Bellco is a leader in fostering, developing, and engaging staff to become expert financial-service ambassadors. You’re a part of something more at Bellco—a place you can be proud of."
Function Description: "The Member Service Advisor I processes a variety of financial transactions and member services in the lobby and drive-up in a timely, accurate and professional manner while providing exceptional member service. This role maintains thorough knowledge of all Credit Union products and services. They consistently evaluate sales opportunities, make recommendations or offers products and refer members to the appropriate sales staff. Reports to: Assistant Branch Manager or Branch Manager (depending on location) Supervisory or Managerial Responsibility: None Contacts: Credit Union members and their employers, Credit Union officials, Credit Union branches/departments, vendors and appropriate external financial service providers."
Education Minimum Qualifications: "High School diploma or equivalent"
Work Experience: "Six months teller experience or equivalent cash handling, and/or customer service"
Special Training, Certification or Licensure: "N/A" (should we include? It's N/A, we should not include as it's filler. So omit.)
Work Environment And Conditions: "Office environment. Continuous hours of standing. Varied hours and travel to other locations may be necessary."
Essential Responsibilities: list of bullet-like sentences. We'll turn into
- .
Skills: list.
Core Responsibilities: list.
Core Values: list (maybe we can include as a section? The instruction says use headings for section headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Core Values not in list but could be considered part of About the role? Probably we should not create a heading not in list unless content fits. Could incorporate into About the role or Responsibilities? Might be okay to include as a section "Core Values" but not in prescribed list. Safer to omit or incorporate into About the role as prose. However we need to preserve all substantive info; we could include as a
under About the role.
Act Nice Behaviors: also list.
Benefits: described.
We also have info about bonuses: "In addition to base compensation, Bellco Credit Union offers bonuses for the following roles: ..." That's compensation info, could go under Pay? Since Pay section only if posting actually states them. It does mention bonuses, but not base pay. Could include Pay section describing bonus structure. Might be acceptable.
We need to avoid duplication: many sentences repeat similar content (e.g., "Demonstrates Bellco’s Act Nice Behaviors and Core Values in all interactions..." repeated). We should preserve all substantive info but not duplicate lines? The instruction: "Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions." So we should remove duplicated lines. There are duplicated lines: "Demonstrates Bellco’s Act Nice Behaviors and Core Values in all interactions with members, prospective members, and personnel in other Bellco departments." appears twice (once in Essential Responsibilities and again later?). Also "Communicates with members in a positive manner, through exceptional service, both in person and/or by telephone." appears maybe once. We'll deduplicate.
We need to decide which sections to output.
Possible sections:
- About the role (or Organization overview)
About the role
with paragraph describing Bellco and function description.
- Responsibilities Responsibilities
with of essential responsibilities (deduplicated).
- Requirements Requirements
with of Education, Work Experience, Special Training (if not N/A). Could also include Work Environment? Might be separate.
- Skills Skills
with .
- Benefits Benefits
with .
- Schedule Schedule
with about varied hours, travel, standing.
- Pay
Pay
with about bonuses.
We must not create sections with filler like "N/A". So omit Special Training.
We need to ensure we don't repeat job title.
Let's craft content.
About the role paragraph: combine Bellco description and function description.
Paragraph: "We’re a local not-for-profit organization that has been giving back to our members, the communities we serve, and of course, our employees since 1936. Offering one of the best employee benefits packages around, Bellco is a leader in fostering, developing, and engaging staff to become expert financial-service ambassadors. You’re a part of something more at Bellco—a place you can be proud of. The Member Service Advisor I processes a variety of financial transactions and member services in the lobby and drive-up in a timely, accurate and professional manner while providing exceptional member service. This role maintains thorough knowledge of all Credit Union products and services. They consistently evaluate sales opportunities, make recommendations or offers products and refer members to the appropriate sales staff. Reports to: Assistant Branch Manager or Branch Manager (depending on location). Supervisory or Managerial Responsibility: None. Contacts: Credit Union members and their employers, Credit Union officials, Credit Union branches/departments, vendors and appropriate external financial service providers."
That's a single
.
Now Responsibilities: list essential responsibilities deduplicated.
Let's list unique responsibilities from the text:
- Demonstrates Bellco’s Act Nice Behaviors and Core Values in all interactions with members, prospective members, and personnel in other Bellco departments.
- Communicates with members in a positive manner, through exceptional service, both in person and/or by telephone.
- Practices Bellco service standards and core values in all interactions with members, prospective members and personnel in other Bellco departments. (Similar to first; maybe duplicate; we can keep one.)
- Understands and communicates key features and benefits of all Bellco products and services to members and deepens member relationships by matching products to meet members needs and referring members to the appropriate team member/partner.
- Understands and complies with all appropriate federal and state regulations, branch operations procedures and branch audit standards.
- Contributes to corporate and branch goals and supports current business priorities.
- Accesses and navigates devices and systems including TELLERphone, Bellco online banking, core system (DNA), the shared branching network and various web-based systems used in daily operations.
- Demonstrates for members how to access and utilize TELLERphone and Bellco online banking.
- Routinely handles digital (phone and virtual) appointments, including the allocation of digital appointments to employees to ensure appointments start on time.
- Accesses member accounts to accurately perform non-lending service transactions.
- Accesses member accounts to conduct account maintenance.
- Performs other related duties as assigned by management.
We can drop duplicate "Practices Bellco service standards..." as it's similar to first. Keep first.
Now Skills: list:
- Demonstrates strong oral and written communication skills.
- Ability to accurately and efficiently enter data and update member financial records.
- Ability and willingness to identify needs and sell appropriate products and services.
- Ability to obtain and perform Notary services.
- Bilingual (Spanish) strongly preferred.
Now Core Responsibilities list (maybe could be merged into Responsibilities but we can keep as separate section? The instruction says use headings for section headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Core Responsibilities not in list; maybe we should incorporate into Responsibilities or About the role. To avoid extra headings, we can merge Core Responsibilities into Responsibilities as additional items. Similarly Core Values and Act Nice Behaviors could be merged into Responsibilities or About the role. But we need to preserve all substantive info; we can include them as list items under Responsibilities.
Thus we can have a single Responsibilities section that includes all duty-like statements: essential responsibilities, core responsibilities, core values, act nice behaviors. That may be lengthy but okay.
Let's gather Core Responsibilities items:
- Be available to work as scheduled and report to work on time.
- Be willing to accept supervision and work well with others.
- Comply with all organizational policies, the Employee Handbook, Code of Conduct, and required annual training.
- Foster an inclusive workplace where diversity and individual differences are valued and leveraged to achieve the vision and mission of the organization.
- Adhere to safe working practices and always follows all organizational safety policies and procedures.
- Demonstrate compliance with all state, federal and all other regulatory agency requirements.
- Ensure strict confidentiality of all records and PII.
Core Values items (list of values with descriptions). Might be too detailed; we could summarize as "Adheres to Bellco’s core values: BE ETHICAL AND DEMONSTRATE INTEGRITY, BE ACCOUNTABLE, EMBRACE CHANGE, APPRECIATE THE MEMBER, ACHIEVE SUCCESS TOGETHER." But we must preserve all substantive info; we could keep each value as a list item with its description. That may be lengthy but okay.
Act Nice Behaviors list: many items.
We could include them as part of Responsibilities.
Given the instruction to prefer a few substantive sections over many thin ones, we can have sections: About the role, Responsibilities, Requirements, Skills, Benefits, Schedule, Pay.
Thus Responsibilities will contain all duty-like statements.
Let's compile all duty-like statements into a list, removing duplicates.
We'll list:
- Demonstrates Bellco’s Act Nice Behaviors and Core Values in all interactions with members, prospective members, and personnel in other Bellco departments.
- Communicates with members in a positive manner, through exceptional service, both in person and/or by telephone.
- Understands and communicates key features and benefits of all Bellco products and services to members and deepens member relationships by matching products to meet members needs and referring members to the appropriate team member/partner.
- Understands and complies with all appropriate federal and state regulations, branch operations procedures and branch audit standards.
- Contributes to corporate and branch goals and supports current business priorities.
- Accesses and navigates devices and systems including TELLERphone, Bellco online banking, core system (DNA), the shared branching network and various web-based systems used in daily operations.
- Demonstrates for members how to access and utilize TELLERphone and Bellco online banking.
- Routinely handles digital (phone and virtual) appointments, including the allocation of digital appointments to employees to ensure appointments start on time.
- Accesses member accounts to accurately perform non-lending service transactions.
- Accesses member accounts to conduct account maintenance.
- Performs other related duties as assigned by management.
- Be available to work as scheduled and report to work on time.
- Be willing to accept supervision and work well with others.
- Comply with all organizational policies, the Employee Handbook, Code of Conduct, and required annual training.
- Foster an inclusive workplace where diversity and individual
for prose. We must not create sections with filler like "commensurate with experience". Not present. We need to preserve all substantive info. Let's extract. Paragraph about Bellco: "We’re a local not-for-profit organization that has been giving back to our members, the communities we serve, and of course, our employees since 1936. Offering one of the best employee benefits packages around, Bellco is a leader in fostering, developing, and engaging staff to become expert financial-service ambassadors. You’re a part of something more at Bellco—a place you can be proud of." Function Description: "The Member Service Advisor I processes a variety of financial transactions and member services in the lobby and drive-up in a timely, accurate and professional manner while providing exceptional member service. This role maintains thorough knowledge of all Credit Union products and services. They consistently evaluate sales opportunities, make recommendations or offers products and refer members to the appropriate sales staff. Reports to: Assistant Branch Manager or Branch Manager (depending on location) Supervisory or Managerial Responsibility: None Contacts: Credit Union members and their employers, Credit Union officials, Credit Union branches/departments, vendors and appropriate external financial service providers." Education Minimum Qualifications: "High School diploma or equivalent" Work Experience: "Six months teller experience or equivalent cash handling, and/or customer service" Special Training, Certification or Licensure: "N/A" (should we include? It's N/A, we should not include as it's filler. So omit.) Work Environment And Conditions: "Office environment. Continuous hours of standing. Varied hours and travel to other locations may be necessary." Essential Responsibilities: list of bullet-like sentences. We'll turn into
- .
Skills: list.
Core Responsibilities: list.
Core Values: list (maybe we can include as a section? The instruction says use headings for section headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Core Values not in list but could be considered part of About the role? Probably we should not create a heading not in list unless content fits. Could incorporate into About the role or Responsibilities? Might be okay to include as a section "Core Values" but not in prescribed list. Safer to omit or incorporate into About the role as prose. However we need to preserve all substantive info; we could include as a
under About the role. Act Nice Behaviors: also list. Benefits: described. We also have info about bonuses: "In addition to base compensation, Bellco Credit Union offers bonuses for the following roles: ..." That's compensation info, could go under Pay? Since Pay section only if posting actually states them. It does mention bonuses, but not base pay. Could include Pay section describing bonus structure. Might be acceptable. We need to avoid duplication: many sentences repeat similar content (e.g., "Demonstrates Bellco’s Act Nice Behaviors and Core Values in all interactions..." repeated). We should preserve all substantive info but not duplicate lines? The instruction: "Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions." So we should remove duplicated lines. There are duplicated lines: "Demonstrates Bellco’s Act Nice Behaviors and Core Values in all interactions with members, prospective members, and personnel in other Bellco departments." appears twice (once in Essential Responsibilities and again later?). Also "Communicates with members in a positive manner, through exceptional service, both in person and/or by telephone." appears maybe once. We'll deduplicate. We need to decide which sections to output. Possible sections: - About the role (or Organization overview)
About the role
with paragraph describing Bellco and function description. - ResponsibilitiesResponsibilities
with- of essential responsibilities (deduplicated).
- Requirements
Requirements
with- of Education, Work Experience, Special Training (if not N/A). Could also include Work Environment? Might be separate.
- Skills
Skills
with- .
- Benefits
Benefits
with- .
- Schedule
Schedule
withabout varied hours, travel, standing. - Pay
Pay
withabout bonuses. We must not create sections with filler like "N/A". So omit Special Training. We need to ensure we don't repeat job title. Let's craft content. About the role paragraph: combine Bellco description and function description. Paragraph: "We’re a local not-for-profit organization that has been giving back to our members, the communities we serve, and of course, our employees since 1936. Offering one of the best employee benefits packages around, Bellco is a leader in fostering, developing, and engaging staff to become expert financial-service ambassadors. You’re a part of something more at Bellco—a place you can be proud of. The Member Service Advisor I processes a variety of financial transactions and member services in the lobby and drive-up in a timely, accurate and professional manner while providing exceptional member service. This role maintains thorough knowledge of all Credit Union products and services. They consistently evaluate sales opportunities, make recommendations or offers products and refer members to the appropriate sales staff. Reports to: Assistant Branch Manager or Branch Manager (depending on location). Supervisory or Managerial Responsibility: None. Contacts: Credit Union members and their employers, Credit Union officials, Credit Union branches/departments, vendors and appropriate external financial service providers." That's a single
. Now Responsibilities: list essential responsibilities deduplicated. Let's list unique responsibilities from the text: - Demonstrates Bellco’s Act Nice Behaviors and Core Values in all interactions with members, prospective members, and personnel in other Bellco departments. - Communicates with members in a positive manner, through exceptional service, both in person and/or by telephone. - Practices Bellco service standards and core values in all interactions with members, prospective members and personnel in other Bellco departments. (Similar to first; maybe duplicate; we can keep one.) - Understands and communicates key features and benefits of all Bellco products and services to members and deepens member relationships by matching products to meet members needs and referring members to the appropriate team member/partner. - Understands and complies with all appropriate federal and state regulations, branch operations procedures and branch audit standards. - Contributes to corporate and branch goals and supports current business priorities. - Accesses and navigates devices and systems including TELLERphone, Bellco online banking, core system (DNA), the shared branching network and various web-based systems used in daily operations. - Demonstrates for members how to access and utilize TELLERphone and Bellco online banking. - Routinely handles digital (phone and virtual) appointments, including the allocation of digital appointments to employees to ensure appointments start on time. - Accesses member accounts to accurately perform non-lending service transactions. - Accesses member accounts to conduct account maintenance. - Performs other related duties as assigned by management. We can drop duplicate "Practices Bellco service standards..." as it's similar to first. Keep first. Now Skills: list: - Demonstrates strong oral and written communication skills. - Ability to accurately and efficiently enter data and update member financial records. - Ability and willingness to identify needs and sell appropriate products and services. - Ability to obtain and perform Notary services. - Bilingual (Spanish) strongly preferred. Now Core Responsibilities list (maybe could be merged into Responsibilities but we can keep as separate section? The instruction says use headings for section headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Core Responsibilities not in list; maybe we should incorporate into Responsibilities or About the role. To avoid extra headings, we can merge Core Responsibilities into Responsibilities as additional items. Similarly Core Values and Act Nice Behaviors could be merged into Responsibilities or About the role. But we need to preserve all substantive info; we can include them as list items under Responsibilities. Thus we can have a single Responsibilities section that includes all duty-like statements: essential responsibilities, core responsibilities, core values, act nice behaviors. That may be lengthy but okay. Let's gather Core Responsibilities items: - Be available to work as scheduled and report to work on time. - Be willing to accept supervision and work well with others. - Comply with all organizational policies, the Employee Handbook, Code of Conduct, and required annual training. - Foster an inclusive workplace where diversity and individual differences are valued and leveraged to achieve the vision and mission of the organization. - Adhere to safe working practices and always follows all organizational safety policies and procedures. - Demonstrate compliance with all state, federal and all other regulatory agency requirements. - Ensure strict confidentiality of all records and PII. Core Values items (list of values with descriptions). Might be too detailed; we could summarize as "Adheres to Bellco’s core values: BE ETHICAL AND DEMONSTRATE INTEGRITY, BE ACCOUNTABLE, EMBRACE CHANGE, APPRECIATE THE MEMBER, ACHIEVE SUCCESS TOGETHER." But we must preserve all substantive info; we could keep each value as a list item with its description. That may be lengthy but okay. Act Nice Behaviors list: many items. We could include them as part of Responsibilities. Given the instruction to prefer a few substantive sections over many thin ones, we can have sections: About the role, Responsibilities, Requirements, Skills, Benefits, Schedule, Pay. Thus Responsibilities will contain all duty-like statements. Let's compile all duty-like statements into a list, removing duplicates. We'll list: - Demonstrates Bellco’s Act Nice Behaviors and Core Values in all interactions with members, prospective members, and personnel in other Bellco departments. - Communicates with members in a positive manner, through exceptional service, both in person and/or by telephone. - Understands and communicates key features and benefits of all Bellco products and services to members and deepens member relationships by matching products to meet members needs and referring members to the appropriate team member/partner. - Understands and complies with all appropriate federal and state regulations, branch operations procedures and branch audit standards. - Contributes to corporate and branch goals and supports current business priorities. - Accesses and navigates devices and systems including TELLERphone, Bellco online banking, core system (DNA), the shared branching network and various web-based systems used in daily operations. - Demonstrates for members how to access and utilize TELLERphone and Bellco online banking. - Routinely handles digital (phone and virtual) appointments, including the allocation of digital appointments to employees to ensure appointments start on time. - Accesses member accounts to accurately perform non-lending service transactions. - Accesses member accounts to conduct account maintenance. - Performs other related duties as assigned by management. - Be available to work as scheduled and report to work on time. - Be willing to accept supervision and work well with others. - Comply with all organizational policies, the Employee Handbook, Code of Conduct, and required annual training. - Foster an inclusive workplace where diversity and individual